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CIBC Private Wealth, Wood Gundy CIBC Private Wealth, Wood Gundy

Shea Wealth Advisory

  • Home
  • About Shea Wealth Advisory
  • Our Mission
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Market Insights

Address 150 Elgin Street Suite 2100 Ottawa ON, K2P 1L4
Telephone Number (613) 783-7813
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Market Insights

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Financial Planning

Your financial plan helps determine your goals and a road map to achieve them. We have the expertise and tools to create your dynamic plan that changes as your priorities do.

 
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Investment Advice

We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

 
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Monthly World Markets Report

Connect with us about some of CIBC's best equity investing ideas for your portfolio.

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Economic Insights

The CIBC Economics team’s macro view of themes influencing Canada and economies around the world.

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The Week Ahead

An overview of upcoming economic data releases and insights into economic themes influencing equity and foreign exchange markets.

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In Focus

CIBC economists discuss relevant local and global themes.

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Canadian Investment Regulatory Organization Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.